See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $153,663 | $82,978+85.2% | $129,995+18.2% | $71,457+115.0% |
| Participation rate | 63.6% | 74.1%-10.5pp | 78.5%-14.9pp | 67.9%-4.4pp |
| Annual return | 15.22% | 20.60%-5.4pp | -137.18%+152.4pp | 28.85%-13.6pp |
| Employer contribution / active EE | $2,527 | $2,622-3.6% | $4,320-41.5% | $2,588-2.3% |
| Participant deferral / active EE | $3,912 | $4,432-11.7% | $5,820-32.8% | $4,289-8.8% |
| Admin fee / account holder | $23,442 | $1,729+1255.8% | $10,614+120.8% | $1,587+1376.8% |